+328.1%
RH vs VOO
+306.9%
+21.3%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -0.7% |
| 7D | +0.5% | -0.6% | +1.1% | +1.6% |
| 30D | +15.2% | -3.6% | +18.9% | +23.0% |
| 3M | -26.6% | -2.7% | -23.8% | -22.8% |
| 6M | +0.7% | +2.2% | -1.6% | -2.5% |
| YTD | -24.7% | +10.9% | -35.6% | -36.1% |
| 1Y | -14.5% | +11.3% | -25.9% | -28.0% |
| 3Y | -42.3% | +76.9% | -119.2% | -74.8% |
| 5Y | -78.8% | +73.5% | -152.3% | -90.0% |
| 10Y | +328.1% | +307.7% | +20.5% | -20.4% |
| All | +328.1% | +306.9% | +21.3% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling